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Ishaan Mundra

Charles Schwab & Co., Inc.

Boston, MA

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-01-09
TX RA APPROVED 2025-01-09
  • CT RA
    APPROVED
    Since 2025-01-09
  • TX RA
    APPROVED
    Since 2025-01-09

Branch Locations

127 Congress Street Floor 01, Boston, MA 02110-2511 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Boston MA 10/2024 Present
Unemployed San Francisco CA 08/2024 10/2024
Charles Schwab & Co., Inc. Boston MA 06/2023 08/2023
Alku Andover MA 06/2022 08/2022
Phillips Academy Andover MA 06/2021 08/2021
Full-Time Education Boston MA 08/2020 05/2024
Full-Time Education Andover MA 08/2016 06/2020
Unemployed Andover MA 09/2014 06/2021
Charles Schwab Bank, Ssb Boston MA 10/2025 Present
  • 10/2024 → Present
    Charles Schwab & Co., Inc.
    Boston, MA
  • 08/2024 → 10/2024
    Unemployed
    San Francisco, CA
  • 06/2023 → 08/2023
    Charles Schwab & Co., Inc.
    Boston, MA
  • 06/2022 → 08/2022
    Alku
    Andover, MA
  • 06/2021 → 08/2021
    Phillips Academy
    Andover, MA
  • 08/2020 → 05/2024
    Full-Time Education
    Boston, MA
  • 08/2016 → 06/2020
    Full-Time Education
    Andover, MA
  • 09/2014 → 06/2021
    Unemployed
    Andover, MA
  • 10/2025 → Present
    Charles Schwab Bank, Ssb
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-09
  • S66 Uniform Combined State Law Examination
    2025-01-09

View on SEC IAPD

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ADVENT INTERNATIONAL, L.P. · BOSTON, MA
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